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Portfolio (Quarterly) Guide ↗

CANANDAIGUA NATIONAL CORP

· CIK 0000759458
13F Portfolio $1.1B AUM 310 positions Filed Apr 8, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2022 · All 132 New 38 Added 137 Reduced 74 Exited
Page 3 of 4  ·  74 positions
# Ticker Company Sector Shares Value ↓ % Port Status
41 Siemens AG ADR 4,370 $302K 0.05% SOLD
42 KEYS Keysight Technologies Inc Technology 1,689 $289K 0.05% SOLD
43 OC Owens Corning Com Industrials 3,280 $280K 0.05% SOLD
44 J Jacobs Solutions Inc Industrials 2,312 $278K 0.05% SOLD
45 Life Storage Inc REIT 2,823 $278K 0.05% SOLD
46 BAH Booz Allen Hamilton Holding Corp Industrials 2,491 $260K 0.04% SOLD
47 CRL Charles River Laboratories Healthcare 1,187 $259K 0.04% SOLD
48 POOL Pool Corporation Industrials 846 $256K 0.04% SOLD
49 AVY Avery Dennison Corp Industrials 1,385 $251K 0.04% SOLD
50 CPRT Copart Inc Industrials 4,116 $251K 0.04% SOLD
51 RJF Raymond James Financial Inc. Financial Services 2,302 $246K 0.04% SOLD
52 BKNG Booking Hldgs Inc Consumer Cyclical 120 $242K 0.04% SOLD
53 DIOD Diodes Inc Technology 3,099 $236K 0.04% SOLD
54 RMD Resmed Inc Healthcare 1,132 $236K 0.04% SOLD
55 SAIA Saia Inc Industrials 1,124 $236K 0.04% SOLD
56 Tegna Inc 11,000 $233K 0.04% SOLD
57 WPC W P Carey Inc Real Estate 2,979 $233K 0.04% SOLD
58 IEX IDEX Corp Industrials 994 $227K 0.04% SOLD
59 COO Cooper Cos Inc. Healthcare 674 $223K 0.04% SOLD
60 QLYS Qualys Inc Technology 1,987 $223K 0.04% SOLD
Page 3 of 4  ·  74 positions
Sector Allocation
Financial Services 21.6%
Technology 18.7%
Industrials 15.0%
Healthcare 12.3%
Energy 8.8%
Consumer Defensive 7.3%
Consumer Cyclical 6.4%
Communication Services 4.6%
Utilities 2.9%
Basic Materials 1.2%